Legal Question in Wills and Trusts in Florida

Memorandum

I went to the probate court and retrieved the will of my deceased relative.

ARTICLE II mentions a memorandum.

As a beneficiary, am I allowed by law to see the Memorandum mentioned below and where would I find that Memorandum??

ARTICLE II

Memorandum

As permitted by Section 732.515 of the Florida Statutes, I request that the beneficiaries of my estate and my Personal Representative honor the provisions of any memorandum written by me (which is not to be a part of the Will) directing the disposition of any portion of my tangible personal property.


Asked on 5/25/06, 11:26 am

1 Answer from Attorneys

Scott R. Jay Law Offices of Scott R. Jay

Re: Memorandum

NOTE: This communication is not intended as and should not be interpreted as legal advice. Rather, it is intended solely as a general discussion of legal principles. You should not rely on or take action based on this communication without first presenting ALL relevant details to a competent attorney in your jurisdiction and then receiving the attorney's individualized advice for you. By reading the "Response" to your question or comment, you agree that the opinion expressed is not intended to, nor does it, create any attorney-client relationship, nor does it constitute legal advice to any person reviewing such information, nor will it be considered an attorney-client privileged communication. If you do not agree, then stop right here, and do not read any further.

You should ask the Personal Representative to provide a copy to you. If he/she refuses or otherwise fails to comply, then you may need to file a motion with the Court and ask for an Order to be entered requiring the Personal Representative to provide a copy to you.

Scott R. Jay, Esq.

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Answered on 5/25/06, 11:36 am


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